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RYURX: INVERSE S&P 500 STRATEGY FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 86.81 0(0.0%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 02/02/1994 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 3.28% |
| Expenses | 1.44% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | -8.4 | -18.1 | -12.9 | -9.3 | -13.1 | -13.4 | -11.4 | -8.5 | -11.4 | -13.0 | -14.6 | 17.6 | -24.2 | -24.9 | -22.7 | 4.3 | -17.4 | -12.2 | -4.4 | -14.0 | -27.6 | -14.6 | -8.4 | -16.7 | -27.3 | 41.0 | 1.2 | -7.0 | 5.8 | -9.8 | -23.7 | 25.0 | 18.3 | 21.8 | -10.6 | -18.1 | -18.0 | -9.7 | -20.2 | 13.4 |
| Sharpe Ratio | NA | -1.61 | -1.77 | -1.1 | -0.7 | -0.81 | NA | NA | -0.54 | -0.76 | -1.32 | -1.31 | 0.67 | -1.85 | -0.73 | -1.93 | 0.17 | -2.72 | -0.95 | -0.28 | -1.23 | -2.38 | -1.17 | -0.36 | -0.93 | -1.01 | 0.98 | -0.12 | -1.03 | 0.29 | -0.98 | -1.4 | 0.88 | 0.72 | 0.77 | -0.75 | -0.97 | -1.07 | -0.98 | -2.97 | 0.93 |
| Draw Down(%) | NA | 15.6 | 18.2 | 38.1 | 43.8 | 76.3 | NA | NA | 95.0 | 26.4 | 17.9 | 15.6 | 15.2 | 25.7 | 44.5 | 24.7 | 12.5 | 17.9 | 21.8 | 12.7 | 19.9 | 27.6 | 17.2 | 15.8 | 21.0 | 44.3 | 19.9 | 9.5 | 11.6 | 9.1 | 12.6 | 29.9 | 18.5 | 17.9 | 12.5 | 13.2 | 22.2 | 23.7 | 17.4 | 21.3 | 7.6 |
| Standard Deviation(%) | NA | 13.3 | 11.7 | 15.1 | 17.0 | 18.1 | NA | NA | 19.0 | 18.9 | 12.6 | 14.0 | 24.1 | 13.1 | 34.3 | 12.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.4 | 11.6 | 12.7 | 23.2 | 18.1 | 27.1 | 40.6 | 16.0 | 10.1 | 12.0 | 11.1 | 17.4 | 27.1 | 22.3 | 22.9 | 18.5 | 22.3 | 20.2 | 13.5 | 8.1 | 12.6 |
| Treynor Ratio | NA | 0.23 | 0.22 | 0.17 | 0.12 | 0.15 | NA | NA | 0.1 | 0.15 | 0.17 | 0.19 | -0.17 | 0.26 | 0.25 | 0.24 | -0.03 | 0.19 | 0.13 | 0.04 | 0.15 | 0.28 | 0.16 | 0.09 | 0.17 | 0.28 | -0.41 | 0.02 | 0.11 | -0.04 | 0.11 | 0.23 | -0.23 | -0.16 | -0.19 | 0.14 | 0.2 | 0.18 | 0.12 | 0.24 | -0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 | 0.01 | 0.01 | 0.02 | 0.03 | 0.04 | 0.01 | 0.04 | 0.02 | 0.0 | 0.02 |
| Beta | NA | -0.94 | -0.94 | -0.97 | -0.97 | -0.98 | NA | NA | -0.99 | -0.98 | -0.97 | -0.97 | -0.97 | -0.94 | -0.98 | -0.99 | -1.01 | -0.94 | -0.96 | -1.01 | -0.97 | -1.0 | -0.95 | -0.95 | -0.96 | -0.96 | -0.98 | -1.0 | -0.93 | -0.96 | -0.96 | -1.05 | -1.05 | -0.98 | -0.92 | -1.02 | -1.08 | -1.18 | -1.1 | -0.99 | -0.87 |
| RSquared | NA | 0.96 | 0.95 | 0.96 | 0.98 | 0.99 | NA | NA | 0.95 | 0.99 | 0.99 | 0.9 | 0.99 | 0.98 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 0.99 | 0.97 | 0.97 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.97 | 0.71 | 0.98 | 0.97 | 0.93 | 0.95 | 0.92 | 0.93 | 0.92 | 0.88 | 0.82 | 0.86 | 0.43 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.3 | 5.5 | 2.3 | 0.0 | 0.0 | 0.3 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 2.3 | 20.3 | 2.7 | 7.2 | 0.0 | 3.2 | 3.3 | 2.3 | 4.9 | 2.3 | 2.3 | 3.2 | 2.6 | 1.9 | 7.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 140.2 | 97.4 | N/A | N/A | -100.0 | -63.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -16.1 | -93.3 | -45.2 | 581.2 | -63.7 | N/A | -100.0 | 16.4 | 62.4 | -45.6 | 86.5 | 64.3 | -43.5 | 6.2 | 5.0 | -72.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/1994
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